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Invesco S&P 500 High Dividend Low Volatility ETF

302 hedge funds and large institutions have $977M invested in Invesco S&P 500 High Dividend Low Volatility ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 92 increasing their positions, 114 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-7
Holders Change %
-2.27%
% of All Funds
4.39%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
92
Reduced
114
Closed
29
Calls
$3.14M
Puts
$333K
Net Calls
+$2.81M
Net Calls Change
-$1.05M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
176
Apollon Financial
South Carolina
$303K -$8.89K -200 -3%
NCM
177
NCM Capital Management
New Jersey
$298K
MFG
178
Merit Financial Group
Georgia
$297K +$1.02K +23 +0.3%
OAM
179
Oppenheimer Asset Management
New York
$290K -$25.7K -578 -8%
SMC
180
Smith, Moore & Co
Missouri
$288K
OW
181
Olistico Wealth
Oklahoma
$283K -$8.89K -200 -3%
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$277K -$34.9K -787 -11%
NFSG
183
Newbridge Financial Services Group
Florida
$276K -$125K -2,806 -31%
HA
184
Herold Advisors
New York
$275K +$222 +5 +0.1%
HAM
185
Harmony Asset Management
Arizona
$275K
RJT
186
Raymond James Trust
Florida
$274K -$10.5K -237 -4%
AA
187
Advisory Alpha
Michigan
$268K +$133 +3 +0%
HTC
188
Haverford Trust Company
Pennsylvania
$267K
SIM
189
Stratos Investment Management
Ohio
$266K -$44.8K -1,009 -14%
CA
190
Continuum Advisory
Idaho
$264K +$25.7K +578 +11%
BAM
191
BOS Asset Management
Illinois
$263K -$20K -450 -7%
PSF
192
Pacific Sun Financial
California
$263K
FFN
193
Focus Financial Network
Minnesota
$260K +$2.39K +51 +0.9%
FFA
194
First Foundation Advisors
California
$259K +$1.38K +31 +0.5%
FPFS
195
First Personal Financial Services
North Carolina
$256K
Comerica Bank
196
Comerica Bank
Texas
$250K -$18.5K -416 -7%
MCC
197
Money Concepts Capital
Florida
$241K +$24.6K +553 +11%
MWA
198
Meridian Wealth Advisors
Texas
$233K
MOS
199
MGO One Seven
Ohio
$233K +$7.11K +160 +3%
Lido Advisors
200
Lido Advisors
California
$231K +$20.3K +458 +10%